Wed, Nov 08|
Holiday Inn Hotel & Suites Atlanta Airpo
Join us for a 2-day workshop to learn how to expertly utilize the clearPATH Online software through case studies and discussing with other advisors on how they use it in their practice.
Time & Location
Nov 08, 2017, 1:00 PM – Nov 09, 2017, 3:00 PM
Holiday Inn Hotel & Suites Atlanta Airpo, 1380 Virginia Ave, Atlanta, GA 30344, USA
About The Event
Introduced to the clearPATH Online software
- How clearPATH Online differs from our previous software and why its results are more usable and informative
- Training on new features in the software, including: Personal Risk Assessment Scores, Income Guarantee Analysis, and Death Benefit Analysis
- Exclusive preview of our brand new Variable Annuity analysis tool, clearPATH Optinuity, available soon!
- Intensive training using actual case studies with breakout groups and learn how to present a recommended plan to the client
- Ideas on investment product implementation and other management strategies and how to position them within clearPATH Online
- Hear from successful advisors already using clearPATH Online and how they apply it within their practice
- Successfully used techniques to increase probability of client's outcome
- Walk away a confident user of clearPATH Online
Registration costs $495 per person, which includes the meeting, hotel accommodations the first night of the meeting (excluding incidentals), and meals during the meeting (excluding dinner on the first night, which you will be provided a cash card voucher for in the amount of $30). If you do not need hotel accommodations, the registration fee is only $395. Transportation to and from the meeting, including airfare, is NOT included. You must register by October 23rd, 2017 for the meeting, otherwise additional fees may apply.
If you'd rather not register online, feel free to download our registration form by clicking the link below. Print and fill out the selected form and send it back along with payment to the address listed at the bottom of the form. If paying by credit card, you may also fax the form to 678-974-3277.
1 Attendee with Hotel Room
1 Attendee, No Hotel Room